Moody's Corporation
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership1,947 shares
Latest Disclosed Value $ 849,416
Belpointe Asset Management LLC reports 32.35% decrease in ownership of MCO / Moody's Corporation

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 1,947 shares of Moody's Corporation (MX:MCO) valued at $849,416 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,878 shares of Moody's Corporation. This represents a change in shares of -32.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F MOODYS COM 615369105 1,947 -931 -32.35 849 -42.24 0.0310
2026-01-27 2025-12-31 13F MOODYS COM 615369105 2,878 2,878 1,470 0.0531
2025-07-22 2025-06-30 13F MOODYS COM 615369105 0 -1,534 -100.00 0 -100.00
2025-05-20 2025-03-31 13F MOODYS COM 615369105 1,534 926 152.30 714 141.22 0.0372
2025-02-13 2024-12-31 13F MOODYS COM 615369105 608 608 297 0.0179
2023-08-15 2023-06-30 13F MOODYS COM 615369105 0 -283 -100.00 0 -100.00
2023-05-15 2023-03-31 13F MOODYS COM 615369105 283 95 50.53 87 65.38 0.0047
2023-02-08 2022-12-31 13F MOODYS COM 615369105 188 188 52 0.0032
2021-11-15 2021-09-30 13F MOODYS COM 615369105 0 -458 -100.00 0 -100.00
2021-08-09 2021-06-30 13F MOODYS COM 615369105 458 458 166 0.0119
2019-11-22 2019-06-30 13F MOODYS COM 615369105 0 -2,031 -100.00 0 -100.00
2019-06-11 2019-03-31 13F MOODYS COM 615369105 2,031 -69 -3.29 368 25.17 0.0719
2019-03-06 2018-12-31 13F MOODYS COM 615369105 2,100 -633 -23.16 294 -35.67 0.0745
2018-11-23 2018-09-30 13F MOODYS COM 615369105 2,733 2,733 457 0.0723
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.